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iShares Gold Trust
IAU

Overview Fund Activity

1,032 hedge funds and large institutions have $15.9B invested in iShares Gold Trust in 2023 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 331 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,032
Holders Change
+23
Holders Change %
+2.28%
% of All Funds
16.52%
Holding in Top 10
103
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.29%
% of All Funds
1.65%
New
118
Increased
331
Reduced
363
Closed
70
Calls
$143M
Puts
$4.95M
Net Calls
+$138M
Net Calls Change
+$103M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$141M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$110M
3
GCWM
Graham Capital Wealth Management
District of Columbia
+$94M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$91M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$85M

Top Sellers

1
Citigroup
Citigroup
New York
-$256M
2
Temasek Holdings
Temasek Holdings
Singapore
-$251M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$114M
4
Jane Street
Jane Street
New York
-$90.4M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
676
Boston Family Office
Massachusetts
$458K – – –
RIA
677
Regal Investment Advisors
Michigan
$457K +$187K +4,996 +69%
DL
678
DOHJ LLC
Washington
$455K -$785 -21 -0.2%
EFS
679
Essex Financial Services
Connecticut
$452K +$128K +3,412 +39%
BWM
680
BerganKDV Wealth Management
Minnesota
$451K -$598 -16 -0.1%
DC
681
Davenport & Co
Virginia
$451K +$146K +3,915 +48%
PP
682
PDS Planning
Ohio
$450K -$7.06K -189 -2%
IIC
683
Integrated Investment Consultants
Michigan
$445K +$71.9K +1,924 +19%
TI
684
Tidal Investments
Wisconsin
$444K +$7.52K +201 +2%
JIP
685
Jaffetilchin Investment Partners
Florida
$444K -$438K -11,728 -50%
RWA
686
Redhawk Wealth Advisors
Minnesota
$442K +$2.09K +56 +0.5%
WIP
687
WealthCare Investment Partners
Rhode Island
$441K +$441K +11,808 New
TNBTD
688
Trustmark National Bank Trust Department
Mississippi
$441K -$76.3K -2,041 -15%
TC
689
Trilogy Capital
California
$437K -$48.1K -1,287 -10%
TWM
690
Tradition Wealth Management
Minnesota
$436K +$14.2K +380 +3%
FMWA
691
Forvis Mazars Wealth Advisors
Missouri
$436K -$9.49K -254 -2%
BG
692
Benedetti & Gucer
Georgia
$434K +$87K +2,327 +25%
KC
693
Kingfisher Capital
North Carolina
$433K – – –
MCP
694
Mirador Capital Partners
California
$429K -$66.7K -1,785 -13%
GA
695
Greenspring Advisors
Maryland
$429K – – –
CC
696
Cannell & Co
New York
$428K – – –
ACIM
697
Azimuth Capital Investment Management
Michigan
$428K – – –
RIA
698
Realta Investment Advisors
Delaware
$425K +$14.1K +377 +3%
VWA
699
V Wealth Advisors
Kansas
$422K – – –
WRPWM
700
Werba Rubin Papier Wealth Management
California
$420K -$2.02K -54 -0.5%
26 27
28
29 30